The Big Picture
JULY 1, 2023
This week, we speak with Ilana Weinstein, CEO of hedge fund executive search firm IDW Group. The firm’s practice places senior hedge fund and business professionals across the investment landscape. She holds an MBA from Harvard Business School and a bachelor’s degree from the University of Pennsylvania. We discuss the challenges of attracting and retaining the best talent.
The Reformed Broker
JULY 1, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
JULY 1, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form 4-day weekend reads: • A $100 Billion Wealth Migration Tilts US Economy’s Center of Gravity South : Some 2.2 million people moved to the Southeast in just over two years. That’s roughly the population of Houston. ( Bloomberg ) • The Super Connector Who Built Sam Bankman-Fried’s Celebrity World : Michael Kives, a former Hollywood agent, connected FTX’s founder to Katy Perry, Orlando Bloom,
Calculated Risk
JULY 1, 2023
The key report scheduled for this week is the June employment report to be released on Friday. Other key reports include the June ISM Manufacturing survey, June Vehicle Sales, May Job Openings and the Trade Deficit for May. -- Monday, July 3rd -- 10:00 AM: ISM Manufacturing Index for June. The consensus is for the ISM to be at 47.2, up from 46.9 in May. 10:00 AM: Construction Spending for May.
Advertisement
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Trade Brains
JULY 1, 2023
Best UPI Apps in India: With the return of PM Modi 2.0 in 2019, digital India has continued to make new progress. UPI payments have played a big role in this movement. Moreover, the nationwide lockdown due to COVID-19 in 2020, led to a massive increase in the number of people opting for online financial payments. In this time period, the value of UPI transactions soared by 105 percent in 2020.
Calculated Risk
JULY 1, 2023
At the Calculated Risk Real Estate Newsletter this week: • New Home Sales increase to 763,000 Annual Rate in May • Case-Shiller: National House Price Index Decreased 0.2% year-over-year in April • Inflation Adjusted House Prices 3.8% Below Peak • Fannie and Freddie Serious Delinquencies in May: Single Family Declined, Multi-Family Increased • Freddie Mac House Price Index Increased Slightly in May; Up 0.4% Year-over-year This is usually published 4 to 6 times a week and provides more in-depth an
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Perspectives
JULY 1, 2023
Did you know that American forests offset 12% of total U.S. emissions? With wildfires back in the headlines, Energy Analyst Pavel Molchanov discusses the crucial role of reforestation efforts.
Bell Investment Advisors
JULY 1, 2023
June was a good month for stock investors. Unlike earlier in the year when a few stocks drove nearly all the gains, June’s rally was broad. Nearly every category, sector, and style of stock participated in the gains. U.S. small-cap stocks, for example, roared back to life and surged 8%. U.S. and foreign markets both increased by several percentage points.
James Hendries
JULY 1, 2023
Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while providing a solid future for your employees. On top of all that, you will also need to focus on building financial independence for yourself and for your business. There are many paths to financial independence; below are a few directions to get you started.
Trade Brains
JULY 1, 2023
Senco Gold IPO Review: Senco Gold Limited is coming up with its Initial Public Offering (IPO). The IPO will be open for subscription on July 4, 2023, and closes on July 6, 2023. The company is looking to raise Rs 405 Crores through IPO out of which Rs 270 Crores will be a fresh issue and the remaining will be an offer for sale of Rs 135 Crores. In this article, let us look deeper into the Senco Gold IPO Review and its future prospects, financials, opportunities, threats, and many more.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Advisor Perspectives
JULY 1, 2023
Treasury yields surged Thursday, most to the highest levels since March, as strong economic growth data prompted traders to wager that the Federal Reserve will raise rates two more times this year.
Abnormal Returns
JULY 1, 2023
EVs U.S. pedestrian deaths are soaring. (npr.org) Heavier EVs make for heavier auto haulers. RIP, our roads. (slate.com) Recent developments could doom the CSS charging standard in the U.S. (nytimes.com) Oregon is legalizing self-serve pumps. (oregonlive.com) Transport Zero-emission buses are coming. (theverge.com) Joby Aviation ($JOBY) is nearing commercial eVTOL production.
Advisor Perspectives
JULY 1, 2023
India’s tech industry is being less than bold in embracing artificial intelligence. It’s hoping to create solutions for corporate clients by building on top of somebody else’s investment in foundational technologies, hardly a strategy for pathbreaking success.
Gen Y Planning
JULY 1, 2023
Nobody likes thinking about the worst-case scenario. Mass layoffs at work, a broken pipe that floods the house, or sudden death in the family are so many ways our lives can change instantly. But just because they’re hard to think about doesn’t mean you shouldn’t consider the possibility of an unexpected event. You owe it to your financial wellness to prepare for the “what ifs” in life.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Advisor Perspectives
JULY 1, 2023
After the disruptions of the past few years, many of us are looking for a return to normal. For investors in emerging-market bonds, normal would mean a world in which global inflation is in check, interest rates are no longer rising, China is healthy, and traditional asset correlations resume.
Advisor Perspectives
JULY 1, 2023
A direct indexing solution can help make an investment portfolio as personalized as a home.
Advisor Perspectives
JULY 1, 2023
One such company is NVIDIA Corporation, a leader in the AI industry. With the growing interest in AI, it’s no surprise that investors are looking for ways to gain exposure to NVIDIA, including through leveraged and inverse ETFs.
Expert insights. Personalized for you.
198 
Let's personalize your content